Financial Advisor
Desiree has been a valued member of the WDS team since 2017, beginning as a Client Relationship Manager and now thriving in her role as a Financial Advisor. She plays a crucial role in processing service requests, managing trades, and analyzing evolving client situations. Her dedication to client education ensures that each client fully understands their financial decisions, fostering a sense of comfort and trust.
Desiree earned her Bachelor of Science degree in Business Administration with an emphasis in Finance from the University of Wisconsin-Platteville in 2016. As an Investment Advisor Representative and a Registered Representative with Harbour Investments, Desiree upholds transparency and honesty in all client interactions. Her passion for helping clients achieve their financial goals is evident in her clear communication and empathetic guidance. Her commitment to professional development is highlighted by her attainment of several designations: Chartered Financial Consultant (ChFC®) in 2023, Accredited Investment Fiduciary (AIF®) in 2022, and Financial Services Certified Professional (FSCP®) in 2021.
Outside of her professional life, Desiree enjoys spending time in nature with her family. Whether hiking, practicing archery, or unwinding with a good book, she treasures every moment spent with her husband, Robert, their children Huckson, Theo, Amelia, Avery, and their dog, Sadie.
